Mark Sheptoff Financial Planning’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23K | Hold |
25
| – | – | 0.01% | 260 |
|
|
2025
Q4 | $22K | Hold |
25
| – | – | 0.01% | 271 |
|
|
2025
Q3 | $19.9K | Sell |
25
-6
| -19% | -$4.45K | 0.01% | 278 |
|
|
2025
Q2 | $21.9K | Buy |
31
+6
| +24% | +$3.48K | 0.01% | 262 |
|
|
2025
Q1 | $13.7K | Hold |
25
| – | – | 0.01% | 287 |
|
|
2024
Q4 | $14.3K | Hold |
25
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $12.4K | Buy |
+25
| New | +$12.2K | 0.01% | 286 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$4K | – | 346 |
|
|
2020
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 294 |
|
|
2019
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 316 |
|
|
2019
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 309 |
|
|
2019
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 298 |
|
|
2019
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 302 |
|
|
2018
Q4 | $3K | Sell |
20
-51
| -72% | -$10.3K | ﹤0.01% | 294 |
|
|
2018
Q3 | $16K | Buy |
71
+1
| +1% | +$233 | 0.01% | 253 |
|
|
2018
Q2 | $16K | Hold |
70
| – | – | 0.01% | 238 |
|
|
2018
Q1 | $18K | Buy |
70
+30
| +75% | +$7.81K | 0.01% | 240 |
|
|
2017
Q4 | $10K | Hold |
40
| – | – | 0.01% | 280 |
|
|
2017
Q3 | $9K | Hold |
40
| – | – | 0.01% | 296 |
|
|
2017
Q2 | $9K | Sell |
40
-1
| -2% | -$222 | 0.01% | 282 |
|
|
2017
Q1 | $9K | Buy |
41
+1
| +3% | +$241 | 0.01% | 283 |
|
|
2016
Q4 | $10K | Hold |
40
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 283 |
|
|
2016
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 271 |
|
|
2016
Q1 | $6K | Sell |
40
-20
| -33% | -$3.09K | ﹤0.01% | 272 |
|
|
2015
Q4 | $11K | Sell |
60
-22
| -27% | -$4.09K | 0.01% | 268 |
|
|
2015
Q3 | $14K | Buy |
82
+22
| +37% | +$4.31K | 0.01% | 228 |
|
|
2015
Q2 | $13K | Hold |
60
| – | – | 0.01% | 252 |
|
|
2015
Q1 | $11K | Hold |
60
| – | – | 0.01% | 259 |
|
|
2014
Q4 | $12K | Hold |
60
| – | – | 0.01% | 255 |
|
|
2014
Q3 | $11K | Hold |
60
| – | – | 0.01% | 269 |
|
|
2014
Q2 | $10K | Hold |
60
| – | – | 0.01% | 274 |
|
|
2014
Q1 | $10K | Buy |
+60
| New | +$10.1K | 0.01% | 281 |
|
Other funds holding GS
VCM
VPM
Mark Sheptoff Financial Planning's GS Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Goldman Sachs (GS) position steady in Q1 2026 at 25 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #260.
Mark Sheptoff Financial Planning first reported a position in GS in Q1 2014 and has held it in 33 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Mark Sheptoff Financial Planning held 25 shares of Goldman Sachs worth $23K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Goldman Sachs share count unchanged in Q1 2026.
- Goldman Sachs made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #260 holding.
- Mark Sheptoff Financial Planning first reported a position in Goldman Sachs in Q1 2014 and has held it in 33 quarters since.
- 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.